Position in OC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,760,320
+$9,613,243 QoQ
Shares Held
67,692
+560.4% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#120
of 685 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Edgestream Partners, L.P. holds $37,100,763 across 8 Building Products & Equipment names. OC ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OC |
Owens Corning
This page
|
67,692 | $10,760,320 | |
| 2 | BLDR |
Builders FirstSource, Inc.
|
106,747 | $9,551,721 | |
| 3 | ROCK |
Gibraltar Industries, Inc.
|
125,631 | $5,665,958 | |
| 4 | NPKI |
NPK International Inc.
|
258,097 | $4,106,323 | |
| 5 | GFF |
Griffon Corp
|
34,050 | $3,320,896 | |
| 6 | AWI |
Armstrong World Industries Inc
|
15,132 | $2,427,475 | |
| 7 | CARR |
CARRIER GLOBAL Corp
|
14,549 | $1,067,169 | |
| 8 | JCI |
Johnson Controls International plc
|
1,375 | $200,901 |
All Filings in OC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,760,320 | 67,692 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,147,077 | 10,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,625,015 | 39,764 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,475,772 | 18,003 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,016,618 | 14,120 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $5,915,185 | 33,510 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $250,330 | 1,441 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $940,918 | 5,641 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,380,897 | 36,301 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $4,719,846 | 52,153 | Shares | Sole | 2022-02-15 | |
| 2020-09-30 | $2,871,578 | 41,732 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $1,771,598 | 45,648 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||